Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $223,350 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOC Service code 14 · EIN 13-5656874 | Plan Administrator | $187,531 |
Filed as: ABERDEEN ASSET MANAGEMENT, INC Service code 28 · EIN 51-0368279 | Investment Management | $149,357 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT LLP Service code 28 · EIN 04-2683227 | Investment Management | $105,092 |
HYPERION BROOKFIELD3 years Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $93,934 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT. CO. Service code 28 · EIN 95-2632339 | Investment Management | $86,125 |
Filed as: NOMURA COPORATE RESEARCH&ASSET MGMT Service code 28 · EIN 13-3607885 | Investment Management | $85,756 |
Filed as: LEGAL GENERAL INVEST Service code 28 · EIN 20-8058531 | Investment Management | $82,927 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $76,014 |
AON CONSULTING3 years Filed as: AON HEWITT INVEST CONSULT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $57,302 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -7.80% | -0.94%-6.9pp | -2.18%-5.6pp | 33.37%-41.2pp |
| Employer contribution / active EE | $12,650 | $12,464+1.5% | $38,751-67.4% | $11,253+12.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |